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LULU

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Centurion Wealth Management
Virginia
$312K – – –
SCP
752
Silverleafe Capital Partners
Tennessee
$311K – – –
A
753
AlphaQuest
New York
$306K +$397K +1,082 New
CPIG
754
Chicago Partners Investment Group
Illinois
$305K +$103K +280 +34%
GJWM
755
Gilliland Jeter Wealth Management
Arkansas
$305K -$12.8K -35 -3%
ADL
756
Asset Dedication LLC
California
$305K +$140K +381 +55%
KFS
757
Kaizen Financial Strategies
California
$303K +$164K +448 +72%
NERM
758
New England Research & Management
Illinois
$301K +$390K +1,062 New
JFGIW
759
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$299K +$372K +1,013 +2,302%
AFG
760
Atomi Financial Group
New York
$293K +$63.5K +173 +20%
CFG
761
Citizens Financial Group
Rhode Island
$292K -$20.2K -55 -5%
KCM
762
KRS Capital Management
Michigan
$290K – – –
AA
763
Ancora Advisors
Ohio
$290K -$8.07K -22 -2%
OAM
764
Occidental Asset Management
California
$290K +$147K +401 +64%
JWCA
765
J.W. Cole Advisors
Florida
$290K +$70.4K +192 +23%
EM
766
Excalibur Management
Massachusetts
$288K – – –
SDWMA
767
Schneider Downs Wealth Management Advisors
Pennsylvania
$288K +$367 +1 +0.1%
LI
768
Lafayette Investments
Maryland
$287K +$43.7K +119 +13%
SWM
769
SeaCrest Wealth Management
New York
$283K -$6.24K -17 -2%
PIA
770
Prakash Investment Advisors
Massachusetts
$283K – – –
CI
771
Corient IA
Florida
$283K +$367K +1,000 New
CGL
772
Clarius Group LLC
Washington
$279K +$140K +381 +63%
IAN
773
Integrated Advisors Network
Texas
$277K +$360K +980 New
LAM
774
Lifestyle Asset Management
Texas
$277K -$11K -30 -3%
SC
775
Syon Capital
California
$275K +$163K +445 +85%
29 30
31
32 33